|
526
|
Great Lakes Advisors
Chicago,
Illinois
|
$289K
|
–
|
–
|
–
|
|
|
527
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$289K
|
–
|
–
|
–
|
|
|
528
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$280K
|
+$203K
|
+3,460
|
+346%
|
|
|
529
|
Frisch Financial Group
Melville,
New York
|
$278K
|
+$412
|
+7
|
+0.2%
|
|
|
530
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$276K
|
+$7.82K
|
+133
|
+3%
|
|
|
531
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$272K
|
-$9.35K
|
-159
|
-4%
|
|
|
532
|
Tucker Asset Management
Littleton,
Colorado
|
$271K
|
+$10.3K
|
+175
|
+4%
|
|
|
533
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$270K
|
+$59
|
+1
|
+0%
|
|
|
534
|
Fee-Only Financial Planning
Okatie,
South Carolina
|
$266K
|
–
|
–
|
–
|
|
|
535
|
Corient Private Wealth
Miami,
Florida
|
$264K
|
+$248K
|
+4,210
|
New
|
|
|
536
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$264K
|
+$248K
|
+4,212
|
New
|
|
|
537
|
BankPlus Trust Department
Jackson,
Mississippi
|
$262K
|
+$23K
|
+391
|
+10%
|
|
|
538
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$259K
|
+$59
|
+1
|
+0%
|
|
|
539
|
Eaton Financial Holdings
Coral Springs,
Florida
|
$259K
|
+$243K
|
+4,125
|
New
|
|
|
540
|
Whipplewood Advisors
Littleton,
Colorado
|
$258K
|
-$1.62M
|
-27,574
|
-87%
|
|
|
541
|
Signal Advisors Wealth
Detroit,
Michigan
|
$250K
|
-$4.29K
|
-73
|
-2%
|
|
|
542
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$249K
|
+$233K
|
+3,966
|
New
|
|
|
543
|
Gentry Private Wealth
Wichita,
Kansas
|
$245K
|
+$412
|
+7
|
+0.2%
|
|
|
544
|
Kanawha Capital Management
Richmond,
Virginia
|
$245K
|
–
|
–
|
–
|
|
|
545
|
Freedom Investment Management
Hartford,
Connecticut
|
$244K
|
+$229K
|
+3,888
|
New
|
|
|
546
|
Klingman & Associates
New York
|
$241K
|
+$226K
|
+3,849
|
New
|
|
|
547
|
Formidable Asset Management
Cincinnati,
Ohio
|
$236K
|
–
|
–
|
–
|
|
|
548
|
SkyOak Wealth
Southfield,
Michigan
|
$234K
|
-$2.23K
|
-38
|
-1%
|
|
|
549
|
Westside Investment Management
Santa Monica,
California
|
$232K
|
-$145K
|
-2,471
|
-40%
|
|
|
550
|
Cresta Advisors
Laredo,
Texas
|
$232K
|
–
|
–
|
–
|
|
